We are live on ! Find out more
State of Wisconsin Investment Board

State of Wisconsin Investment Board Portfolio holdings

AUM $43.7B
1-Year Est. Return 27.76%
This Fund
S&P 500
This Quarter Est. Return
+17.78%
1 Year Est. Return
+27.76%
3 Year Est. Return
+95.56%
5 Year Est. Return
+123.77%
10 Year Est. Return
+486.44%
AUM
$43.2B
AUM Growth
+$3.14B
Cap. Flow
-$2.66B
Cap. Flow %
-6.15%
Top 10 Hldgs %
18.99%
Holding
2,060
New
115
Increased
400
Reduced
1,432
Closed
79

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$381M
2
ZM icon
Zoom
ZM
+$172M
3
Z icon
Zillow
Z
+$92.9M
4
LHX icon
L3Harris
LHX
+$65.7M
5
WFC icon
Wells Fargo
WFC
+$51.9M

Top Sells

Rank Stock Value
1
BREW
Craft Brew Alliance, Inc.
BREW
+$648M
2
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$335M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$213M
4
AAPL icon
Apple
AAPL
+$148M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$97.1M

Sector Composition

Rank Sector Weight
1 Technology 22.57%
2 Financials 13.84%
3 Healthcare 13.2%
4 Consumer Discretionary 11.02%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
126
Kimberly-Clark
KMB
$36.2B
$77.2M 0.18%
572,874
-54,784
-9% -$7.67M
CBRE icon
127
CBRE Group
CBRE
$42.7B
$77.1M 0.18%
1,229,857
-53,250
-4% -$3.01M
MCO icon
128
Moody's
MCO
$82.8B
$76.8M 0.18%
264,646
+74,070
+39% +$20.7M
INTU icon
129
Intuit
INTU
$91.6B
$76.7M 0.18%
202,027
-10,996
-5% -$3.86M
ADSK icon
130
Autodesk
ADSK
$52.7B
$75.9M 0.18%
248,611
+123,833
+99% +$32.6M
CVS icon
131
CVS Health
CVS
$121B
$75.8M 0.18%
1,110,151
+143,216
+15% +$9.32M
ICE icon
132
Intercontinental Exchange
ICE
$85B
$75.7M 0.18%
656,995
-17,032
-3% -$1.77M
UPS icon
133
United Parcel Service
UPS
$88.4B
$75.5M 0.17%
448,523
-162,942
-27% -$27.5M
GIS icon
134
General Mills
GIS
$20.4B
$74.9M 0.17%
1,274,201
+708,687
+125% +$42.9M
APH icon
135
Amphenol
APH
$210B
$74.9M 0.17%
2,289,548
-33,808
-1% -$1.04M
BDX icon
136
Becton Dickinson
BDX
$50B
$74.7M 0.17%
305,826
+2,347
+0.8% +$547K
HYG icon
137
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$73.3M 0.17%
839,857
-3,916,900
-82% -$335M
INFO
138
DELISTED
IHS Markit Ltd. Common Shares
INFO
$73.1M 0.17%
814,301
-48,268
-6% -$4.18M
WDAY icon
139
Workday
WDAY
$43.3B
$72.9M 0.17%
304,303
+41,872
+16% +$9.41M
NXPI icon
140
NXP Semiconductors
NXPI
$58.9B
$71.6M 0.17%
450,534
-16,473
-4% -$2.43M
BKNG icon
141
Booking.com
BKNG
$159B
$70.2M 0.16%
787,600
-2,450
-0.3% -$189K
CME icon
142
CME Group
CME
$94.3B
$69.9M 0.16%
383,912
-4,221
-1% -$718K
EQIX icon
143
Equinix
EQIX
$105B
$68.2M 0.16%
95,562
-4,697
-5% -$3.5M
XLNX
144
DELISTED
Xilinx Inc
XLNX
$68.2M 0.16%
481,177
-382,650
-44% -$49.8M
AMGN icon
145
Amgen
AMGN
$225B
$68M 0.16%
295,719
-232,888
-44% -$53.7M
SYK icon
146
Stryker
SYK
$133B
$67.5M 0.16%
275,334
+46,071
+20% +$10.4M
ENB icon
147
Enbridge
ENB
$112B
$67.3M 0.16%
2,105,747
-40,845
-2% -$1.24M
STZ icon
148
Constellation Brands
STZ
$22.9B
$66.2M 0.15%
302,029
+52,938
+21% +$10.4M
DG icon
149
Dollar General
DG
$26.4B
$65.3M 0.15%
310,455
-160,367
-34% -$34.3M
MELI icon
150
Mercado Libre
MELI
$92.7B
$65.2M 0.15%
38,910
-2,763
-7% -$3.9M
4 5
6
7 8

Similar funds

WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
PEAK6
PEAK6 Chicago, Illinois $42.6B AUM 66.24% 1-Year Est. Return
TCI Fund Management
TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.47% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

State of Wisconsin Investment Board's Q4 2020 Portfolio in Review

As of Q4 2020, State of Wisconsin Investment Board held 2,060 positions worth $43.2B, up 7.8% from $40.1B the previous quarter. Its ten largest holdings account for 19% of the portfolio.

State of Wisconsin Investment Board withdrew a net $2.66B in Q4 2020, closing 79 positions and reducing 1,432 holdings. Its most notable exit was Craft Brew Alliance, Inc., an estimated $648M position sold in full.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 22% a quarter earlier, followed by Financials and Healthcare.

Against the trend, State of Wisconsin Investment Board opened a new position in Sigilon Therapeutics, Inc. Common Stock worth $24.5M.

  • State of Wisconsin Investment Board's largest Q4 2020 buy was Sigilon Therapeutics, Inc. Common Stock: 39,202 shares worth $24.5M.
  • State of Wisconsin Investment Board added most to State Street SPDR S&P 500 ETF Trust in Q4 2020, an estimated $381M increase.
  • State of Wisconsin Investment Board's biggest Q4 2020 reduction was iShares iBoxx $ High Yield Corporate Bond ETF, cutting an estimated $335M.
  • State of Wisconsin Investment Board fully exited Craft Brew Alliance, Inc. in Q4 2020, selling an estimated $648M.
  • State of Wisconsin Investment Board's ten largest holdings make up 19% of its $43.2B portfolio in Q4 2020.
  • State of Wisconsin Investment Board opened 115 new positions and closed 79 in Q4 2020.
  • State of Wisconsin Investment Board's portfolio value rose 7.8% quarter-over-quarter to $43.2B.

Based on State of Wisconsin Investment Board's 13F filing for Q4 2020, filed 3 Feb 2021.